Jim Cramer Discusses OpenAI & Oracle (ORCL)

We recently published 10 Stocks Jim Cramer Discussed.  Oracle Corporation (NYSE:ORCL) is one of the stocks on Jim Cramer discussed.

AI data center infrastructure provider Oracle Corporation (NYSE:ORCL)’s shares have struggled in 2025’s last few months. Since mid-October, they have lost 36.7%. The stock has struggled due to reports of a slowdown in data center construction and fears of an AI bubble. On December 15th, Phillip Securities lowered Oracle Corporation (NYSE:ORCL)’s share price target to $344 from $350 and kept a Buy rating on the shares. The financial firm explained that the data center company is now expected to spend as much as $60 billion in capital expenditure in 2026. Phillip Securities’ coverage came after RBC Capital had lowered Oracle Corporation (NYSE:ORCL)’s share price target to $250 from $310 and kept a Sector Perform rating on December 11th. The financial firm explained that the data center company continues to experience heavy capital expenditure and negative free cash flow. Cramer’s recent comments about Oracle Corporation (NYSE:ORCL) have pointed out the role that the bond market can play in the firm’s plans to spend heavily to build data centers. In this appearance, he commented that should OpenAI raise $100 billion, then Oracle Corporation (NYSE:ORCL)’s shares would find reasons to be bought:

“Look, if OpenAI does its deal and they raise a hundred billion dollars, this would make everything all the reasons why people were selling, would be reasons why you’d have to buy.”

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Disclosure: None. This article is originally published at Insider Monkey.